Fisher Investments
Fisher Investments

60 Fisher Investments Jobs (Flexible Options) Near Me

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Fisher Investments Jobs Information

What is it like to work at Fisher Investments?

Fisher Investments is known for its fast-paced and dynamic work environment, where employees are encouraged to think critically and collaborate with colleagues to achieve common goals. The company's team structure is organized around a flat hierarchy, allowing for open communication and a sense of camaraderie among employees, who work together to support the firm's mission of helping clients achieve their financial goals. For those interested in a career in finance, working at Fisher Investments may appeal to individuals who value a challenging and results-driven work environment, with opportunities for professional growth and development in a rapidly evolving industry.

Do workers at Fisher Investments get paid breaks?

Sometimes. Only some people get paid breaks.
42% of people say they don’t get paid breaks.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and February 2026.

Does Fisher Investments pay people when they’re sick?

Yes. Most people get paid when they’re sick.
79% of people say they would get paid if they were sick but scheduled to work.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.

Do workers at Fisher Investments worry about hours?

Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2025.

How easy is it to get time off at Fisher Investments?

Most people find it easy to get time off.
93% of people report it’s easy to get time off.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.

Do Fisher Investments managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2025.

Do workers at Fisher Investments do extra work that they don't get paid for?

Rarely. Most people don’t do unpaid extra work.
82% of people report that they don’t do extra unpaid work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and July 2025.

How easy is it to take sick days at Fisher Investments?

Most people find it easy to take sick days.
79% of people report that it’s easy to take time off if they are sick.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people at Fisher Investments feel treated with respect by their managers?

Most people feel treated with respect by their managers.
83% of people say they’re treated with respect by their managers.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people at Fisher Investments get to take their breaks without interruption?

Most people get breaks without interruption.
100% of people report that they get to take their breaks without interruption.
Based on data from 13 people who took the Breakroom Quiz between January 2025 and February 2026.

Is it stressful to work at Fisher Investments?

Most people feel stressed out here.
79% of people say they often feel stressed out at work.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people at Fisher Investments enjoy their jobs?

Most people enjoy their job.
70% of people report they enjoy their job.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and January 2026.

Do people at Fisher Investments recommend working with their team?

Only some people recommend working with their team.
43% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people get enough training when they start at Fisher Investments?

Most people got enough training when they started.
71% of people report they got enough training when they started working here.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.

Do people get support to advance at Fisher Investments?

Most people are given support to advance their career here.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 12 people who took the Breakroom Quiz between January 2025 and January 2026.

Do people think Fisher Investments’s headquarters understands what’s happening where they work?

Most people think headquarters understands what’s happening where they work.
55% of people think that this employer’s headquarters or owners have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.

Do workers feel well informed about how Fisher Investments is doing?

Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 14 people who took the Breakroom Quiz between January 2025 and February 2026.
What are the most popular states for Fisher Investments jobs?
What are the most popular categories at Fisher Investments?
International Investment Counselor (US Based) - Canadian Clients

International Investment Counselor (US Based) - Canadian Clients

Fisher Investments

Tampa, FL

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 24 days ago


Fisher Investments rating

8.4

Company rating: 8.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz


Job description

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada?  Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL.

The Day-to-Day:

As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

  • Work with our Canadian clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Qualifications:

  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER


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